Sign In

Cfp® Andrei Hall

America's Retirement Asset Distribution Professional

Andrei Hall, CFP®, is the President of Hall Wealth Management Group, specializing in wealth management for Professionals, Business Owners, and Retirees. With a focus on Estate Planning, Retirement Planning, Business Succession Planning, and investment portfolio design, Andrei provides clients with creative strategies and financial advice to make informed decisions for their futures. Andrei is a member of Ed Slott's Master Elite IRA Advisor Group, tackling complex financial challenges by effectively managing asset distribution from individual Retirement accounts. As a Registered Principal with LPL Financial, Andrei brings a distinct combination of capabilities in developing business strategies, including executive compensation plans like Stock Options, Restricted Stock, Deferred Compensation, and Real Estate. Andrei's expertise allows his firm to offer sophisticated planning and investment strategies on a comprehensive and independent platform. Holding the designation as a CERTIFIED FINANCIAL PLANNER™ and a Chartered Retirement Planning Counselor, Andrei also has Securities Registrations Series 24, 7, and 66 with LPL Financial, along with Insurance, Long-Term Care, and Disability Appointments in multiple states. Andrei studied Business Administration at California State University-Los Angeles and has held key roles at organizations like Ameriprise Financial, Printronix, and Xerox Corporation.

Cfp® Andrei Hall
Add to my network

Location

Irvine, California, United States